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Team

 

G. Michael Dorvillier

LPL Financial Advisor | LPL Registered Principal

(858) 551-8701

(858) 551-8702

Michael Dorvillier is a founding partner of Symbio Financial Partners and an LPL Registered Principal and LPL Financial Advisor with LPL Financial. 

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Shari D. Miller

LPL Financial Advisor | LPL Registered Principal

(858) 551-8701

(858) 551-8702

Shari brings 25 years of client-focused financial experience plus 5 years on Wall Street to her role as a founding partner at Symbio Financial Partners.

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Brett Gillespie

LPL Financial Advisor

(858) 551-8701

(858) 551-8702

Brett focuses on supporting his clients with individual investment management, insurance, and financial planning needs. He joined Symbio Financial Partners in 2013.

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Susan Fargo, CFP®

Chief Operating Officer

(858) 551-8701

(858) 551-8702

Susan joined Symbio Financial Partners in April of 2017 and serves as Chief Operating Officer responsible for overseeing the day to day business management of the firm.

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Diana Anderson

Director of Marketing and Communications

(858) 551-8701

(858) 551-8702

Diana joined Symbio Financial Partners in 2007 as an administrative assistant. Since then she has evolved into our resident MagGyver becoming known for her ability to work towards solving complex situations.

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Lorna Crain

Client Operations Specialist

(858) 551-8701

(858) 551-8702

With over 17 years in the financial services industry, Lorna brings a great amount of experience to the team and has mastered the art of paperwork. 

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Lisa joined Symbio Financial Partners in 2014 as an intern while she attended UC San Diego. She quickly became a valued member of the team and, lucky for us, decided to join us full time in 2016 after earning a BA in International Studies.

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